LFTVX Mutual Fund

NAV$10.25

AUM$51,257.45

TER0.80%

Holdings24

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Just $25 once·$99/mo·Download sample

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LFTVX Mutual Fund

NAV$10.25

MFS Lifetime 2070 Fund Class R3

AUM$51,257.45

TER0.80%

Holdings24

See how much of LFTVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LFTVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LFTVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LFTVX Mutual Fund Overlap Analysis

LFTVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LFTVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, LFTVX may share significant positions with broad-market funds.

LFTVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFTVX tax-loss harvesting finds highly correlated but non-identical funds.